Hybrid Associate Client Success Professional na LPL Financial

The Associate Client Success Professional in Client Technology Management (CTM) works in a customer care center supporting our advisors, their assistants, and LPL internal Service Associates by taking inbound calls, and making outbound calls to our clients and other departments as necessary regarding issues associated with advisor technology needs. This role must be able to understand the technology product offering at LPL and the risks, fees, and operational tasks for the products that CTM provisions.

Responsibilities:

• Providing exceptional customer service to advisors, their assistants, and LPL Financial internal business partners as it relates to CTM by fielding a wide range of inquiries accurately and efficiently while developing subject matter expertise.

• Supporting first contact resolution efforts by guiding advisors and their assistants through LPL Financial processes and system platforms as they relate to the various technology tools CTM provisions access to.

• Processing subscription requests to add, remove, or modify access to all advisor technology to multiple work streams across the organization’s portfolio.

• Providing training and guidance on tasks to processing and service teams to help the team understand the upstream and downstream impacts of their daily tasks

• Providing application support for LPL’s proprietary web based software and all third party applications connected to it; assist with trouble shooting system and operational issues including, but not limited to, Web Brower Compatibility, Active Directory and Exchange Email, and Multi-factor authentication.

• Maintaining knowledge about various products supported by LPL Financial. Be able to explain the differences between the products to advisors and internal business partners to meet the technology needs of our clients.

• Understanding and explaining the operational requirements and firm’s policies that govern the products we support to ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.

• Working closely with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 1+ years of Financial Services experience

• Proficiency in Microsoft Office

Core Competencies:

• Excellent verbal and written communication skills including interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships

• Effective organization and time management skills, with ability to multi-task, and manage multiple on-going assignments

• Strong attention to detail with a proactive approach to solving and preventing problems

• Strong analytical skills and transformative mindset

• Ability to work under pressure/deadlines and manage multiple priorities

• Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed

Preferences:

• Bachelor’s Degree

• Understanding of Oracle, Documentum, and MS Dynamics

• Knowledge of ASAT, Salesforce, Adobe Professional

#LI-PA

 

Pay Range:

$21.81-$36.36/hour

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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